2019-04-25T14:31:13-05:00 2018-12-31 420714325 RSM US LLP 30 SOUTH 17TH STREET SUITE 710 PHILADELPHIA PA 19103 990PF 2018-01-01 387012122 ROSENFELD FAMILY FOUNDATION ROSE 2156653718 279 CENTRAL PARK WEST NO 6A NEW YORK NY 100243080 SHERI ROSENFELD TRUSTEE 2156653718 2019-04-11 1 MICHELLE MALIMBAN P01372721 2157654600 66.98.98.9 2019-04-11 13:08:26 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9727B63C825E9C2B1357DAF1EA2AE985339B5D65 2018 2020-01-14 16:20:31Z X 894636 X 165000 20093 20093 25966 25966 25966 211059 46059 0 0 0 118 118 0 480 0 100 598 118 100 116848 116848 117446 118 116948 93613 45941 883293 10965 10965 322939 322939 0 632952 560732 883293 966856 894636 0 0 X 0 0 0 0 883293 966856 883293 966856 883293 966856 883293 93613 0 976906 10050 966856 CAPITAL GAINS DIVIDENDS P 25966 25966 25966 25966 0 118268 710439 0.166472 138638 566703 0.244640 144900 404075 0.358597 121057 286766 0.422146 80900 359728 0.224892 1.416747 0.283349 835931 236860 459 237319 116948 919 0 919 0 919 0 0 0 0 38 957 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A THE FOUNDATION 2156653718 279 CENTRAL PARK WEST NEW YORK NY 100243080 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES ROSENFELD 279 CENTRAL PARK WEST 6A NEW YORK NY 100243080 TRUSTEE 0.00 0 0 0 SHERI ROSENFELD 279 CENTRAL PARK WEST 6A NEW YORK NY 100243080 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 524105 324556 0 848661 0 0 848661 12730 835931 41797 41797 919 919 40878 0 40878 0 40878 116948 0 116948 0 116948 40878 0 0 62914 106719 124696 110303 82746 487378 116948 0 0 0 40878 76070 0 0 563448 0 0 0 0 0 0 62914 500534 106719 124696 110303 82746 76070 JAMES ROSENFELD SHERI ROSENFELD X ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 PC GENERAL OPERATING 2500 AMERICAN CANCER SOCIETY 250 WILLIAMS ST NW ATLANTA GA 30303 PC GENERAL OPERATING 150 BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS ST BOSTON MA 02115 PC GENERAL OPERATING 500 EMILY'S ENTOURAGE PO BOX 71 MERION STATION PA 19066 PC GENERAL OPERATING 1000 FEDERATION OF JEWISH MEN'S CLUBS 475 RIVERSIDE DRIVE SUITE 820 NEW YORK NY 10115 PC GENERAL OPERATING 250 FRIENDS OF JCC KRAKOW 74 LAFAYETTE AVE SUITE 101 SUFFERN NY 10901 PC GENERAL OPERATING 500 GUILD HALL 158 MAIN ST EAST HAMPTON NY 11937 PC GENERAL OPERATING 250 HAR ZION TEMPLE 1500 HAGYS FORD ROAD PENN VALLEY PA 19072 PC GENERAL OPERATING 200 HOMERUN HOPEFULS 11 RIVERSIDE DRIVE NEW YORK NY 10023 PC GENERAL OPERATING 500 LUSTGARTEN FOUNDATION 415 CROSSWAYS PARK DRIVE SUITE D WOODBURY NY 11797 PC GENERAL OPERATING 500 MEMORIAL SLOAN KETTERING 1275 YORK AVENUE NEW YORK NY 10065 PC GENERAL OPERATING 500 MUSEUM AT ELDRIDGE STREET 12 ELDRIDGE ST NEW YORK NY 10002 PC GENERAL OPERATING 250 NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH 14 WALL STREET SUITE 3B NEW YORK NY 10005 PC GENERAL OPERATING 1200 NATIONAL MOTHER'S DAY COMMITTEE 37 WEST 39TH STREET SUITE 1102 NEW YORK NY 10018 PC GENERAL OPERATING 500 NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK WEST NEW YORK NY 10024 PC GENERAL OPERATING 12000 NEXT FOR AUTISM 1430 BROADWAY 8TH FLOOR NEW YORK NY 10018 PC GENERAL OPERATING 1000 PARK AVENUE SYNAGOGUE 50 E 87TH ST NEW YORK NY 10128 PC GENERAL OPERATING 44698 PROJECT PURPLE 115 MAIN ST SUITE 1 SEYMOUR CT 06483 PC GENERAL OPERATING 500 ROBIN HOOD FOUNDATION 826 BROADWAY 9TH FLOOR NEW YORK NY 10003 PC GENERAL OPERATING 750 THE COMMUNITY HOSPICE 310 SOUTH MANNING BOULEVARD ALBANY NY 12208 PC GENERAL OPERATING 100 THE JEWISH MUSEUM 1109 5TH AVE AT 92ND ST NEW YORK NY 10128 PC GENERAL OPERATING 1000 THE LYMPHOMA RESEARCH FOUNDATION 88 PINE STREET SUITE 2400 NEW YORK NY 10005 PC GENERAL OPERATING 100 THE NEW JEWISH HOME 120 W 106TH ST NEW YORK NY 10025 PC GENERAL OPERATING 700 UJA FEDERATION 130 EAST 59TH STREET NEW YORK NY 10022 PC GENERAL OPERATING 16500 WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT STREET NEW YORK NY 10014 PC GENERAL OPERATING 15000 WISTAR INSTITUTE 3601 SPRUCE ST PHILADELPHIA PA 19104 PC GENERAL OPERATING 200 WOMEN IN NEED INC 115 W 31ST STREET 7TH FLOOR NEW YORK NY 10001 PC GENERAL OPERATING 500 YMA FASHION SCHOLARSHIP FUND 1501 BROADWAY SUITE 2001 NEW YORK NY 10036 PC GENERAL OPERATING 15000 116848 0 14 20093 14 25966 0 46059 0 46059 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES & SHERI ROSENFELD 279 CENTRAL PARK WEST 6A NEW YORK NY 100243080 165000 X JPM INVEST BALANCED FD - CL I AT COST 632952 560732 CHANGE IN VALUE OF INVESTMENTS 10050 NY ANNUAL FILING FEE 100 0 100 MISCELLANEOUS EXPENSE 380 0 0 FOREIGN TAXES PAID 118 118 0